Quant Active Fund Growth Option Direct Plan
Equity
Direct
Multi-Cap
NAV: ₹ 689.83 as on 18-04-2024
Fund Performance
38682 people have invested ₹ 33Cr in Quant Active Fund Growth Option Direct Plan in the last three months
Mutual Fund Insights
Over the last 6 months, this fund has experienced a 45.1% growth in AUM moving from 6.01K Cr to 8.73K Cr.
In the last 3 years, Nippon India Multi Cap Fund - Direct Plan - Growth has given 32.17% return, outperforming this fund by 3.74% per annum.
In the last 5 years, this fund has outperformed all funds in its category.
Over the last 1 year, this fund has increased expense ratio by 22.4% moving from 0.58 to 0.71.
This fund has one of the lowest expense ratio in the category (multi-cap). Its expense ratio is 0.71% which is lower than the category average expense ratio of 1.25%.
In the last 1 year, HSBC Multi Cap Fund Direct Growth has given 60.97% return, outperforming this fund by 7.93%.
INDmoney Rank of Quant Active Fund Growth Option Direct Plan
Powered by IND quant engine
1
/5
88% Performance
42% Risk Management
92% Cost
1 out of 5 among multi-cap
Pros
Generated Consistent Returns
Consistently beats benchmark
Lower probablity of downside risk
Cons
Highly volatile within category
Poor track record of Recovering losses quickly
About the Quant Active Fund Growth Option Direct Plan
Quant Active Fund Growth Option Direct Plan is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Sanjeev Sharma, Ankit A. Pande. The fund could potentially beat inflation in the long-run.
Key Parameters
- Quant Active Fund Growth Option Direct Plan has ₹8732 Cr worth of assets under management (AUM) as on Mar 2024 and is more than category average.
- The fund has an expense ratio 0.7.
Quant Active Fund Growth Option Direct Plan Overview
 | 0.71% |
 Benchmark | S&P BSE 500 India TR INR |
 | ₹8732 Cr |
 | 1 January, 2013 |
 | ₹5000/₹1000 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 108.71% |
Quant Active Fund Growth Option Direct Plan Distribution as on (31-Mar-24)
Size breakup
Large cap
41.2%
Mid cap
25.1%
Small cap
23.5%
Sector Allocation
Financial Services
18.6%
Industrial
16.9%
Basic Materials
16.5%
Energy
13.8%
Tech
7.5%
Health
7.4%
Utilities
6.4%
Consumer Cyclical
5.6%
Consumer Defensive
5.4%
Communication
1.9%
Top Holdings of Quant Active Fund Growth Option Direct Plan as on (31-Mar-24)
Equity Holdings54
Debt Holdings3
Quant Active Fund Growth Option Direct Plan: Monthly Changes Updates
All changes are between Jan'24 and Mar'24
Fund Performance
- This fund’s returns stands at 0.19% whereas the fund’s underlying benchmark Nifty 500 returns stands at -0.47% as on Mar'24
- This fund outperformed Nifty 500 by 0.65% in Mar'24
AUM Change
- AUM of the fund stands at 8.7K Cr as of Mar'24
- AUM increased by 265.2 Cr between Mar'24 and Feb'24
Fund Portfolio Changes
Gainers & Losers in Quant Active Fund Growth Option Direct Plan portfolio Returns for the month of Mar
Top Growth Drivers | 1M Return |
|---|---|
 Hindalco Industries Ltd | 18.1% |
 Jio Financial Services Ltd | 13.4% |
 Oracle Financial Services Software Ltd | 2.1% |
Top Losers | 1M Return |
|---|---|
 TV18 Broadcast Ltd | 2.2% |
 HFCL Ltd | 18.3% |
 IRB Infrastructure Developers Ltd | 33.6% |
Peer Analysis
Quant Active Fund Growth Option Direct Plan Fund Manager
Sanjeev Sharma
Fund Manager of Quant Active Fund Growth Option Direct Plan, since 1 February 2017
Top funds managed
Ankit A. Pande
Fund Manager of Quant Active Fund Growth Option Direct Plan, since 11 May 2020
Top funds managed
Quant Active Fund Growth Option Direct Plan Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 22.16% since inception which is more than its category average return of 14.49%
Fund Allocations
This fund has an allocation of 98.95% in Equity, 0% in Debt and 1.04% in Cash related instruments
AUM size ₹8732 Cr
This fund has AUM of ₹8732 Cr which is more than its category average of ₹ 3094 Cr
Expense Ratio 0.71%
This fund has an expense ratio of 0.71% which is less than its category average expense ratio of 1.28%
Frequently Asked Questions
The current NAV of Quant Active Fund Growth Option Direct Plan is ₹689.83 as on 18-Apr-2024.
Existing (Absolute + CAGR) as on 18-Apr-2024.
Quant Active Fund Growth Option Direct Plan | Absolute Returns | CAGR Returns |
1 Month Returns | 7.65% | 7.65% |
6 Month Returns | 26.49% | 26.49% |
1 Year Returns | 53.05% | 53.05% |
3 Years Returns | 111.83% | 28.43% |
5 Years Returns | 268.14% | 29.78% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.71% as on March 2024
₹8732 Cr as on March 2024
Reliance Industries Ltd(9.95%), Jio Financial Services Ltd(4.63%), Aurobindo Pharma Ltd(4.19%), Punjab National Bank(3.84%), Hindalco Industries Ltd(3.73%) as on March 2024
Financial Services(18.41%), Industrial(16.74%), Basic Materials(16.35%) as on March 2024
The alpha ratio for the Quant Active Fund Growth Option Direct Plan for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Quant Active Fund Growth Option Direct Plan | 0.38 | 4.59 | 8.88 |
As on March 2024
The alpha for Quant Active Fund Growth Option Direct Plan is calculated against S&P BSE 500 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Quant Active Fund Growth Option Direct Plan for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Quant Active Fund Growth Option Direct Plan | 1.07 | 1.08 | 0.94 |
As on March 2024
The Beta for Quant Active Fund Growth Option Direct Plan is calculated with S&P BSE 500 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Quant Active Fund Growth Option Direct Plan for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Quant Active Fund Growth Option Direct Plan | 2.78 | 1.31 | 1.08 |
As on March 2024
The sharpe ratio for Quant Active Fund Growth Option Direct Plan is calculated with S&P BSE 500 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Quant Active Fund Growth Option Direct Plan for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Quant Active Fund Growth Option Direct Plan | 12.98 | 16.52 | 21.18 |
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 2.55 as on March 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Information ratio is 0.87 as on March 2024. It tells the consistency of the fund in generating superior risk-adjusted performance
Sanjeev Sharma, Ankit A. Pande are the fund managers of Quant Active Fund Growth Option Direct Plan
The Exit load of Quant Active Fund Growth Option Direct Plan is 1%